The PLANTA pulse documentation on wiki.planta.de is not being updated anymore. The current documentation can be found in the new PLANTA Online Help.

Panel Dashboard

Access path

  • Menu Dashboard
  • Pressing the key D.

Information

  • The panel is divided into two areas.
    • In the left area, a user can display the cards he/she was assigned to sorted by boards and other criteria, using filter and search widgets.
    • In the right area, the detail view of the selected card is shown.
    • Via the button Change View, the views Overview and Pinboard can be opened.

Structure

Panel Dashboard with a search and a filter widget and an open card.

PanelDashboardEN.png Details

Widgets

Menu Dashboard

Information

  • Using a filter widget, the user can filter the cards he/she was assigned to by various criteria.
  • Using a search widget, the user can search for a search term in the cards he/she was assigned to.

Details

  • New widgets are always added at the bottom.
  • Cards can be opened directly within the Panel Dashboard and are displayed in the right area of the panel.
    • By clicking in the right upper corner of the detail view of the card, the card can be opened on the board it belongs to.
  • Via the widget menu and the option Remove Widget, a widget can be deleted.

Results

  • In a table, the filtered cards are displayed with the following data:
    • Title of the board the card belongs to
    • Card key
    • Card title
    • Status of the card (OK/Open)
      • “OK” means that the card was marked as “Completed”. Cards which have not been marked as “Completed” are called “Open”. Further information
    • Start date
    • Due date
    • Card creator
    • Card members
  • By clicking the headings of the table, the results can be sorted by the columns.

Filter Widget

Menu Dashboard

Add filter widget

  • If no widget has been added yet, click Add Widget and select Add New Filter Widget.
  • If a widget has already been added, select the option Add New Filter Widget in the widget menu .
  • New widgets are always displayed at the bottom.
  • Select the criterion by which the cards should be filtered in the listbox at the upper left. The following criteria are available:
    • My recently assigned tasks
    • All my tasks
    • My open tasks
    • My closed tasks
    • My delayed tasks
    • My tasks due in 7 days
    • My tasks due in 30 days
      • The last two filter settings also show delayed cards with earlier due dates.
  • A table with the filtered cards is created.
  • The cards are sorted by boards.
  • By clicking the card title, the detail view of the card is opened in the right area of the panel and can be edited.

Search Widget

Menu Dashboard

Add search widget

  • If no widget has been added yet, click Add Widget and select Add New Search Widget.
  • If a widget has already been added, select the option Add New Search Widget in the widget menu .
  • New widgets are always displayed at the bottom.
  • Enter a search term in the field Search and select, if necessary, whether the case should be matched.
    • The term is searched for in card titles and card descriptions.
    • It can also be searched for a card with a certain card key.
    • If several search terms are entered, results which contain at least one of the search terms are displayed.
    • To find results matching an exact phrase, put the search term in quotation marks.
  • Click Search.
  • A table with the filtered cards is created.
  • By clicking the card title, the detail view of the card is opened in the right area of the panel and can be edited.

Note

  • When leaving the panel, the search in the search widget is cleared.

See also: Search options in PLANTA pulse

Change View

Menu Dashboard

Information

  • Via the button Change View on the right side of the home bar, the views Overview and Pinboard can be opened.

Overview

Menu Dashboard Change View Overview

Information

  • The Overview offers an overview of the cards to which the user was assigned.
  • The cards are listed vertically within their boards, sorted by their start dates.
  • The boards are listed horizontally.

Details

  • Using Drag&Drop, the boards and their cards can be moved within the overview.

Pinboard

Menu Dashboard Change View Pinboard

Information

  • On the pinboard, the user can create a personal overview of the cards to which he/she is assigned.

Details

  • The view is divided into two areas.
    • On the left, all the assigned cards which have not been marked as Completed are displayed sorted by boards.
      • The cards are sorted by due dates, but can be rearranged within their boards using Drag&Drop.
      • In the field Browse Files, a search term can be entered to filter the cards.
    • On the right, the cards can be arranged into individual lists.

Edit pinboard

  • Click Add List.
  • Enter a list title.
  • Click Save.
  • Move the selected cards from the left area to the list in the right area using Drag&Drop.
    • Since the cards are moved, they are now not being displayed in the left Tasks area anymore.
  • The moving can be reversed.
    • To do so, move the card from the right area back to the left area using Drag&Drop.
    • The card is automatically moved to the board it belonged to.
  • When the list is deleted, the cards are moved back to their boards in the left area.
Topic attachments
I Attachment History Size Date Comment
Pngpng Boardoeffnen.png r1 0.4 K 2018-09-06 - 08:32  
Pngpng HomeButton.png r1 0.7 K 2019-05-09 - 13:22  
Pngpng IconBoardOeffnen.png r1 0.3 K 2019-06-18 - 08:35  
Pngpng IconDashboard.png r1 0.5 K 2019-06-18 - 07:14  
Pngpng IconMenue.png r1 0.3 K 2019-06-18 - 08:35  
Pngpng PanelDashboardEN.png r3 r2 r1 87.1 K 2020-07-24 - 08:42  
Pngpng Test.png r1 82.0 K 2020-07-24 - 08:34  
Pngpng listenundkartenmenu.png r1 0.2 K 2018-09-06 - 08:32  










 
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